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60 votes
Hi everyone, we get wanting an update from us in this idea, and thank you for your support and sharing your needs on this here.
While we don't have direct plans for enabling the ability to copy reports from a client org to the practice, or from client to client organisation, our product team have begun looking into being able to add custom reports that have been built in a client organisation to a Report template once it has been run from the Adviser tab in blue Xero, which we know has also been a need expressed by some customers here.
For now, we'll move this idea to In discovery, and I'll come back as there's further progress surrounding this, for you all.
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Kimberly Blase
supported this idea
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204 votes
Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.
Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.
We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.
An error occurred while saving the comment Kimberly Blase
commented
This would be such a time saver.
Kimberly Blase
supported this idea
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Would allow us functionality without having to invite staff into more practises.